Understanding Ubuntu From Scratch (UFS)
Ubuntu From Scratch (UFS) is a broad term encompassing methods to customize Ubuntu systems—from minimal builds to fully independent distributions. It can range from using official tools to modify existing images to compiling the entire OS from source code (similar to Linux From Scratch). The approach depends on your technical expertise and goals, whether creating a lightweight desktop, a server, or a custom live environment.
1. Official Tools for Easy Customization
For most users, official tools like Systemback and Cubic are the easiest ways to tailor Ubuntu without advanced Linux knowledge.
- Systemback: Creates custom Ubuntu installation ISOs with preinstalled software, settings, and kernels. Steps include preparing a workstation, installing dependencies (
squashfs-tools,genisoimage), mounting the official ISO, copying its contents, modifying the filesystem in a chroot environment, and generating a new ISO. - Cubic: A GUI tool for customizing Live CDs/DVDs. It extracts the ISO, lets you modify files/packages via chroot, and repacks it into a bootable image. Both tools preserve system integrity with checksum validation and are suitable for beginners.
2. Minimal Installation & Post-Installation Customization
For a lightweight system, start with a minimal Ubuntu installation (using the Alternate Install CD) and add only required components. After installation:
- Update software sources (
sudo vim /etc/apt/sources.listand uncomment relevant lines). - Install essential tools (
sudo apt update && sudo apt install build-essential libncurses-dev). - Add a desktop environment (e.g., GNOME with
sudo apt install ubuntu-desktop, XFCE withsudo apt install xubuntu-desktop) or a window manager (e.g., Openbox for minimalism). - Install additional software (e.g.,
sudo apt install firefox gaim xmms) to tailor functionality to your needs.
3. Advanced: Compile from Source (Linux From Scratch Approach)
For complete control over the OS, compile the kernel and system components from source. This is complex but ideal for learning or highly customized systems:
- Prepare tools: Install
build-essential,libncurses-dev,bison,flex,libssl-dev, andlibelf-dev. - Download kernel source: Clone from Ubuntu’s Git repository (e.g.,
git clone https://git.launchpad.net/ubuntu-kernel/ubuntu/focal). - Configure and compile: Run
make defconfig(default settings), thenmake -j$(nproc)(parallel compilation). Install withsudo make modules_install install. - Create initramfs: Generate a temporary root filesystem with
sudo update-initramfs -c -k. - Build root filesystem: Use
tmpfsto create a minimal root directory, copy the kernel/initramfs, and install base libraries/tools via chroot. - Test: Boot with QEMU (
qemu-system-x86_64 -kernel bzImage -initrd initrd.img) to validate functionality.
4. GitHub Projects for Streamlined Customization
Projects like live-custom-ubuntu-from-scratch provide frameworks to automate ISO creation. Key components include:
- Directories:
build.sh(main script),config/(boot/casper/installer configs),packages.list(preinstalled software). - Customization: Edit
packages.listto add/remove packages, modifyconfig/casper/casper.conffor Live environment settings, and adjustboot/isolinux/isolinux.cfgfor boot menu options. The project simplifies the process by handling dependencies and file structure.
5. Desktop Environment Customization
To tailor the desktop experience:
- Choose a base: Start with a minimal install and add a desktop environment (GNOME, KDE) or window manager (Openbox, Fluxbox).
- Install components: For a full desktop, include panels (e.g.,
gnome-panel), file managers (e.g.,nautilus), and themes. For minimal setups, combine a window manager with essential tools (e.g.,pcmanfmfor file management). - Modify appearance: Edit configuration files (e.g., GTK themes in
~/.themes, icons in~/.icons) or use tools likegnome-tweaksto change themes, fonts, and icons.
Key Tips for Success
- Backup data before making changes.
- Use virtual machines (e.g., VirtualBox) to test customizations before applying them to physical hardware.
- Consult documentation (e.g., Ubuntu Wiki, Linux From Scratch docs) for detailed guidance on each step.
- Start simple (e.g., minimal installation + chroot modifications) before advancing to kernel compilation or custom ISO creation.